Email template (quotation layout)

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

When setting up your quotation layout, several options are available that allow you to personalize the appearance of your quotations.

The layout determines what the quotation looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.

Below is an overview of the available options:

• General settings:
  Includes options such as quotation attachments.
• Invoice columns:
  Determine which columns are visible on your quotations.
• Page layout:
  Settings for such things as page footer.
• Paper settings:
  Choose the paper size and printing options.
• Address positioning:
  Settings for the positioning of the address on the quotation.
• Theme:
  Customize the template colors of your quotation.
• Email template:
  Set the subject and text of the email used to send quotations.

Access to settings

All settings for your quotation layouts are centralized within your domain and divided into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• Then click on Sales settings in the now-opened screen
• scroll to Quotation layouts. 

Create and change quotation layouts

To change an existing quotation layout, click on the line of the corresponding quotation layout.

To create a new quotation layout click on the + New Layout button.

Set up email template

You can personalize the email in which you send quotations by customizing the subject and text of the email.

Step 1: click on the Email template button to customize the subject and text of the email of quotations you will send by email.

The following screen is opened:

Use of placeholders

In both the text and subject of your email, you can include variable data by using placeholders. These are specific codes enclosed in square brackets that are automatically filled in by Yuki with relevant data.

Overview of placeholders

Click on the i icon behind Email text to see a list of available placeholders you can use in your email.

Example placeholder

The placeholder [Heading] automatically retrieves the salutation from the Heading field on the Extra tab of the customer's contact card.

Heading company